Bookkeepers Conference Sessions

Schedule coming soon for 2026, feel free to review last year's sessions below. 

Friday, March 14, 2025

8:30 a.m. to 9 a.m. | Registration and Refreshments


9 a.m. to 9:10 a.m. | Welcome


9:15 a.m. to 10:15 a.m. | Breakout Sessions

Learn essential best practices for ensuring accuracy and compliance and discover common pitfalls to avoid. Whether you're a seasoned payroll professional or new to the field, this session will equip you with the knowledge to enhance efficiency in your payroll reconciliation.

PDC: Accounting
Speakers:
Stacey Corder, MBA Executive Director of Business, North Boone CUSD 200 
Robyn Cornelissen Director of Business Services, Elmhurst CUSD 205
Carisa Lopez

How do I begin to understand all these payroll laws? Learn about payroll laws from the Fair Labor Standards Act to the Illinois Wage Payment & Collection Act and every law in between.

PDC: Legal Issues
Speaker:
Thomas C. Garretson Attorney, Robbins Schwartz

In diverse school communities, effective service means listening, understanding and valuing every voice. Explore how Diversity, Equity and Inclusion can enhance customer service in the Business Office. Gain practical insights and strategies to foster empathy and create a supportive environment for all staff and students.

PDC: DEI
Speakers:

Alicia Evans Business Manager
Susan Harkin Retired 
Ann Williams, Ed.D., SFO Deputy Superintendent, School District U-46

This session will review some real-life examples of fraud carried out against school districts and go over some ways to mitigate this risk. A review of the steps involved in a cyber claim will be reviewed.

PDC: Risk Management
Speakers:
John Connolly Chief Technology Office, Cons. High Sch. Dist. 230


10:25 a.m. to 11:25 a.m. | Breakout Sessions

Enhance your knowledge base to improve your District's financial reporting and reduce time spent reconciling.

PDC: Principle Of School Finance
Speakers:
Melissa Morgese Assistant Superintendent of Business, Addison Elem. SD 4
Griffin Sonntag
Asst. Supt./Finance and Operations, Pleasantdale SD 107 
Mike Vargas
Business Manager, Marquardt SD 15
Kathy Zelewski,
CPA Controller & Treasurer/CSBO, Twp. High Sch. Dist. 211


In this roundtable format, participants will discuss payroll requirements, processes and/or challenges amongst peers. Participants may be separated into groups based on the software programming used to allow discussions with peers who use similar software systems.

PDC: Accounting
Speaker:
JoAnn Armstrong Chief Financial Officer, Belvidere CUSD 100


Trouble at the office? Difficult co-worker? This session combines soft skills, behavior, self-growth & leadership at all levels to help you navigate rough waters.

PDC: Leadership
Speakers:

Sue Bertrand, MBA, CAE Business Development Specialist, DLA Architects, Ltd.
Dana Pryor Assistant Business Manager, Lockport Twp. HSD 205


Did last year's Grants 101 session leave you wanting more? Grants 201 will dive into tracking, monitoring and reporting. You will also get the bonus of an auditor's perspective and what they might ask you at audit time.

PDC: Accounting
Speakers:

Stacey Corder, MBA Executive Director of Business, North Boone CUSD 200 
Robyn Cornelissen
Director of Business Services, Elmhurst CUSD 205
Lindsay Fish, CPA
Partner, Sikich, LLP 


11:25 a.m. to 12:40 p.m. | Lunch


12:40 p.m. to 1:40 p.m. | Breakout Sessions

How to make your balance sheet your friend and use it to maintain an error-free Business Office.

PDC: Budgeting & Financial Planning
Speakers:
Jordi Camps, CPA
Asst. Supt./Business Services, CFO, East Maine SD 63 
Jay Kahn Dir./Finance & Operations, CSBO, Lake Bluff SD 65


Best practices to ensure compliance, promote efficient operations and prevent fraud.

PDC: Purchasing
Speakers:

Nicole Kennedy, CPMM, CPP Purchasing Manager, Comm. Unit Sch. Dist. 300 
Tom Parillo
Chief School Business Official, Ridgewood CHSD 234


Roundtable conversations with payroll and transportation experts from multiple school districts that focus on the procedural aspects of transportation payroll.

PDC: Transportation
Speakers:

Angie Beutel Transportation Manager, Channahon SD 17
Roberta Bilodeau Office Professional/Accounts Payable, Aurora West SD 129
David Engelbrecht Superintendent, CSBO, Marengo CHSD 154
Diana Lopez-Cosme Admin. Asst./Bookkeeper Payroll, Mokena Public SD 159
Kenda Martin Payroll Coordinator, Marengo Union Elem. CSD 165
Lorri Murphy Payroll, Aurora West SD 129
Derrick Newson Transportation Coordinator, Aurora West SD 129
Teri Shaw, Ed. D. Chief School Business Official, Mokena Public SD 159
Angela Smith, Ed. D. Asst. Supt./Operations, CSBO, Aurora West SD 129 
Sue Thorpe Bookkeeper, Channahon SD 17


This session is geared toward participants with limited or no school accounting experience. Participants explore the basics of fund accounting, which includes account structure and common types of revenues and expenses. During the session, we will discuss how the recording of transactions appropriately contributes to transparency and accountability within financial reporting and budgetary controls.

PDC: Accounting
Speakers:
JoAnn Armstrong Chief Financial Officer, Belvidere CUSD 100
Tammy Maksa Dir./Finance, Comm. High Sch. Dist. 99


1:50 p.m. to 2:50 p.m. | Breakout Sessions

Does your bank reconciliation need a revival? Join us for a discussion on how the components can cause issues and how software and other factors can affect your bank reconciliation.

PDC: Accounting
Speakers:
Chuck Gusswein
Assurance Manager
Tammy Maksa Dir./Finance, Comm. High Sch. Dist. 99
Beau Walker Relationship Mgr., Fifth Third Bank


Learn about key items regarding your district's debt; including debt limits, general bookkeeping and payment guidelines, your bond and interest levy, disclosure requirements and general audit implications.

PDC: Cash Management
Speakers:
Nate Fretz
Director of Business Services, Stifel, Nicolaus & Company
Andrew Mace Vice President, Meristem Advisors LLC
Anjali Vij Partner, Chapman and Cutler LLP


Are you calculating overtime correctly? This session will help you properly calculate overtime for your employees and the important regulations to keep in mind about overtime. We will also update you on the new Fair Labor Standard Act changes.

PDC: Accounting
Speakers:
Sean Carney
Asst. Supt./Business, Adlai E. Stevenson HSD 125
Kevin Knoll Attorney


Save the Date,
Registration Opens Soon


Mark your calendar, Friday, March 13, 2026 is the next Bookkeepers Conference at the Meridian Banquets & Conference Center, Rolling Meadows.